Profiel
Mr. Jeff S.
Magson is Vice President at 1st Global Advisors, Inc. He began his career in full-service financial services in 1995, joining American Express Financial Advisors (Now Ameriprise Financial) as a financial advisor.
While building his practice in Princeton, New Jersey, he also took on additional coaching and leadership functions in the region.
In 1998, he was asked to take a formal leadership role as a district manager in the West Florida market group.
From 1998-2001, he worked with new advisors to help them grow their practices, while at the same time growing and servicing his own client base.
From 2001-2009, he served as a field vice president with American Express Financial Advisors/Ameriprise, in the Pacific Northwest market.
Mr. Magson graduated from Widener University in Chester, Pennsylvania.
He holds the Certified Retirement Planning Counselor (CRPC) designation as well as FINRA series 7, 63, 65, 24, 4 and 51 licenses.
He has been fully licensed to provide life and health insurance products and services since 1995.
Eerdere bekende functies van Jeff S. Magson
| Bedrijven | Functie | Einde |
|---|---|---|
| American Express Financial Advisors, Inc. | Corporate Officer/Principal | - |
1st Global Advisors, Inc.
 1st Global Advisors, Inc. Investment ManagersFinance Founded in 1992, 1st Global Advisors, Inc. is a registered investment advisor located in Dallas, Texas. 1st Global, Inc. owns all of the firm's shares. The majority of 1st Global, Inc.’s shares are owned by Stephen Anthony Batman and family. The remaining shares are owned by a small number of current and former employees. Through their network of affiliated investment adviser representatives (IARs), 1st Global Advisors offers comprehensive financial services to y provide advisory services to individuals, high net-worth individuals, corporations and other businesses, pension and profit sharing plans and charitable organizations. The majority of the firm's clients are retail clients that fall under the category of “individuals (other than high-net-worth individuals). 1st Global Advisors specializes in partnering with CPA, tax, accounting, legal, and dedicated financial professionals. | Verkoop & Marketing | - |
Opleiding van Jeff S. Magson
| Widener University | Undergraduate Degree |
Ervaring
Beklede functies
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| Bedrijven in privébezit | 2 |
|---|---|
1st Global Advisors, Inc.
1st Global Advisors, Inc. Investment ManagersFinance Founded in 1992, 1st Global Advisors, Inc. is a registered investment advisor located in Dallas, Texas. 1st Global, Inc. owns all of the firm's shares. The majority of 1st Global, Inc.’s shares are owned by Stephen Anthony Batman and family. The remaining shares are owned by a small number of current and former employees. Through their network of affiliated investment adviser representatives (IARs), 1st Global Advisors offers comprehensive financial services to y provide advisory services to individuals, high net-worth individuals, corporations and other businesses, pension and profit sharing plans and charitable organizations. The majority of the firm's clients are retail clients that fall under the category of “individuals (other than high-net-worth individuals). 1st Global Advisors specializes in partnering with CPA, tax, accounting, legal, and dedicated financial professionals. | Finance |
| American Express Financial Advisors, Inc. |
